Senior Wealth Planner

Join to apply for the Senior Wealth Planner role at Allworth Airline Advisors (Formerly RAA).

The Senior Wealth Planner is a critical member of Allworth’s Advanced Wealth Planning Team, responsible for delivering customized, technically sophisticated planning solutions for affluent and ultra‑affluent clients. This full‑time, exempt role is hybrid and available at our primary offices in Folsom, CA;
Addison, TX;
Cincinnati, OH; and Lawrence, KS.

• Strategic case planning & internal collaboration (30%) – lead planner on complex engagements, partner with stakeholders to design integrated planning strategies across estate, tax, business, philanthropic, and legacy planning.
• Advanced tax and estate planning expertise (30%) – design, evaluate, and implement advanced planning strategies (e.g., GRATs, SLATs, IDGTs, FLPs, CRUTs/CLTs, charitable foundations); address federal and multi‑state tax implications and support wealth transfer, succession, and liquidity strategies.
• Client‑facing plan development and delivery (30%) – produce tailored financial plans using eMoney and Money Guide Pro , join client meetings as subject‑matter expert, produce high‑quality, timely deliverables aligned with Allworth value proposition.
• Mentorship and thought leadership (10%) – mentor junior planners, contribute to enhancement of firm‑wide planning strategies, tools, and workflows, stay current with industry trends, regulatory updates, and planning innovations.

• Bachelor’s degree in Finance, Financial Planning, Accounting, or related field.
• CFP® required; CPA, JD, LLM, or other advanced credentials in tax or estate planning strongly preferred.
• Minimum 5 years of financial planning experience with high‑ and ultra‑high‑net‑worth clients.
• Familiarity with planning for individuals and families holding $10 M – $50 M+ in net worth, including trust and estate complexities, family governance, and business succession strategies.
• Strong technical knowledge of estate planning structures, tax law, charitable planning, and investment‑related considerations.
• Excellent interpersonal, writing, and presentation skills with ability to communicate complex strategies clearly.
• Proficiency with eMoney, Money Guide Pro , and CRM platforms such as Salesforce.
• Travel required approximately 20 % – 25 % for in‑person client meetings.

• Medical (Blue Shield PPO and HSA plans; Kaiser HMO for California associates).
• Dental (Met Life).
• Vision (VSP).
• Optional supplemental benefits.
• Healthcare savings accounts with company contribution.
• Flexible spending accounts.
• Flexible working arrangements.
• Generous 401(k) contributions.
• Paid time off: exempt associates qualify for flexible paid time off; non‑exempt associates receive 15 days annually during first three years.
• 11 paid holidays.
• Option to participate in Equity Purchase Program.
• Future growth opportunities within the company.

Benefits are available to full‑time associates who work more than 30 hours a week.

The above statements describe the general nature and level of work performed. Actual reporting relationships may vary. This job description is not an exhaustive list of all responsibilities or skills.

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